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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,442 | $149,040+172.7% | $120,225+238.1% | $137,256+196.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.22% | 605.68%-589.5pp | 439.23%-423.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $15,170 | $4,350+248.7% | $3,475+336.5% | $4,156+265.0% |
| Participant deferral / active EE | $23,575 | $4,655+406.5% | $3,999+489.6% | $6,407+268.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |